A question we frequently get at our law office is how much taxes will be due when I die? Most people are surprised to find out that the answer to that question is zero. According to CNBC, only two out…
Over a decade ago, our firm heard a story about a bad car accident involving a young Floridian in his freshman year at Penn State University in College Station, Pennsylvania. The Campus Police Department notified the parents of the incident…
The next time you open a new account or purchase a home, take a moment to contemplate how you want to title the asset, as the choice you make may produce significant impacts or unforeseen consequences in the future. Asset…
As discussed in last month’s blog, the Heckerling Institute on Estate Planning is a five-day long program which takes place in Orlando, Florida. In our prior blog, we discussed the Secure 2.0 Act and the new Corporate Transparency Act of…
Topics for this year focused on: The Secure 2.0 Act; Inflation Reduction Act; lessons in estate planning for the middle rich; trust situs issues; installment obligations; firing clients; and the United States Department of Treasury Greenbook, which focuses on tax proposals for the upcoming year(s).